By Reshma Kapadia

Mexican President Enrique Pena Nieto, who was sworn in last weekend, signed a wide-ranging pact with the country’s three main political parties to stimulate economic growth, setting a new tone for policy, Reuters’ Michael O’Boyle and Miguel Angel Guiterrez reported over the weekend.

The potential “regulatory” revolution, as UBS strategist Dan Kwiatkowski writes, could be a game-changer in telecoms if fully endorsed, implemented correctly and air tight legally. If that does indeed happen–and Kwiatkowski says it would be a while before it did– it would create major ripples for all industry players and boost competition. In that scenario, Grupo Televisa (TV) likely has the most to gain, with its media market share likely easier to defend, and America Movil(AMX) has the most to lose.

Separately, Kwiatkowski, who has a buy rating on the stock, writes that Televisa is confident “asymmetrical regulation” would strengthen its telecom operations. The company is bullish on its Iusacell investment that has increased its exposure to telecoms and sees no major threats from the auctioning of new TV networks.

The World Politics Review offered a look at the challenge ahead of increasing competition in some of the sectors Pena Nieto has set his sights on.

Editor’s Note: This is my last day running the Emerging Markets Daily blog for Barrons.com. I’ll still be keeping an eye on emerging markets but will be moving to Barron’s Magazine to write about all types of companies —foreign and domestic. It’s been a lot of fun starting up the blog and learning what readers want. Thank you for the comments and readership. Your new emerging markets guide will be former WSJ reporter Ben Levisohn, who will start posting later this afternoon.

About Emerging Markets Daily

Emerging markets have been synonymous with growth, but the outlook for individual nations is constantly changing. Countries from Brazil and Russia to Turkey face challenges including infrastructure bottlenecks, credit issues and political shifts. Barrons.com’s Emerging Markets Daily blog analyzes news, data and research out of emerging markets beyond Asia to help readers navigate the investment landscape.

Barron’s veteran Dimitra DeFotis has been blogging about emerging market investing since traveling to India and Turkey. Based in New York, she previously wrote for Barron’s about U.S. equity investing, including cover stories and roundtables on energy themes. Dimitra was among the first digital journalists at the Chicago Tribune and started her career as a police reporter at the Daily Herald in the Chicago suburbs. Dimitra holds degrees from the University of Illinois and Columbia University, where she was a Knight-Bagehot Fellow in the business and journalism schools. She studies multiple languages and photography.